Morton Capital Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $590K | Sell |
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|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $489K | Sell |
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|
2024
Q4 | $545K | Buy |
|
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|
2024
Q3 | $492K | Buy |
|
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|
2024
Q2 | $399K | Hold |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $472K | Buy |
|